Purchases and Sales Made in Q3 2023 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q3 2023. The information is specifically focused on institutions that hold shares of CHEVRON CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-680- 3.17% |
$104K - $116K
|
20.8K
$3.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-680- 6.97% |
$104K - $116K
|
9.08K
$1.36M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-683- 0.95% |
$104K - $117K
|
71.3K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-686- 0.78% |
$105K - $117K
|
87K
$13M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-689- 24.75% |
$105K - $118K
|
2.1K
$313K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-690- 13.81% |
$105K - $118K
|
4.31K
$642K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-690- 35.01% |
$105K - $118K
|
1.28K
$191K
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-702- 3.35% |
$107K - $120K
|
20.3K
$3.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-702- 6.09% |
$107K - $120K
|
10.8K
$1.62M
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-703- 27.13% |
$107K - $120K
|
1.89K
$282K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-710- 0.49% |
$109K - $121K
|
143K
$21.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-710- 9.75% |
$109K - $121K
|
6.57K
$980K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-716- 59.32% |
$109K - $122K
|
491
$73.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-721- 26.97% |
$110K - $123K
|
1.95K
$291K
|
|
|
Nov 14, 2024
Q3 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-726- 15.55% |
$111K - $124K
|
3.94K
$588K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-731- 6.05% |
$112K - $125K
|
11.4K
$1.69M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-731- 0.78% |
$112K - $125K
|
93.6K
$14M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-737- 16.03% |
$113K - $126K
|
3.86K
$576K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-741- 0.71% |
$113K - $127K
|
103K
$15.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-742- 2.52% |
$113K - $127K
|
28.7K
$4.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-744- 1.04% |
$114K - $127K
|
70.5K
$10.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-751- 17.63% |
$115K - $128K
|
3.51K
$524K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-754- 16.89% |
$115K - $129K
|
3.71K
$553K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-772- 4.61% |
$118K - $132K
|
16K
$2.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-778- 11.43% |
$119K - $133K
|
6.03K
$900K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-782- 4.68% |
$120K - $134K
|
15.9K
$2.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-784- 3.22% |
$120K - $134K
|
23.6K
$3.52M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-785- 4.07% |
$120K - $134K
|
18.5K
$2.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-792- 7.7% |
$121K - $135K
|
9.5K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-792- 4.57% |
$121K - $135K
|
16.5K
$2.47M
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
SELL
|
- |
-800- 22.5% |
$122K - $137K
|
2.76K
$411K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-801- 1.81% |
$122K - $137K
|
43.5K
$6.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-803- 0.5% |
$123K - $137K
|
160K
$23.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-805- 3.05% |
$123K - $138K
|
25.6K
$3.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-812- 0.49% |
$124K - $139K
|
166K
$24.7M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-815- 12.4% |
$125K - $139K
|
5.76K
$859K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-815- 30.03% |
$125K - $139K
|
1.9K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-819- 2.03% |
$125K - $140K
|
39.5K
$5.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-822- 8.94% |
$126K - $141K
|
8.38K
$1.25M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-825- 1.94% |
$126K - $141K
|
41.6K
$6.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-825- 5.33% |
$126K - $141K
|
14.7K
$2.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-837- 46.58% |
$128K - $143K
|
960
$143K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-838- 0.4% |
$128K - $143K
|
210K
$31.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-840- 3.74% |
$128K - $144K
|
21.6K
$3.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-845- 10.33% |
$129K - $145K
|
7.33K
$1.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-860- 4.35% |
$131K - $147K
|
18.9K
$2.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-860- 2.32% |
$131K - $147K
|
36.2K
$5.4M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-866- 0.42% |
$132K - $148K
|
206K
$30.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-866- 12.34% |
$132K - $148K
|
6.15K
$918K
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-876- 3.34% |
$134K - $150K
|
25.3K
$3.78M
|